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Donoghue Forlines’s iShares US Treasury Bond ETF GOVT Stock Holding History

Donoghue Forlines’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-355,530
Closed -$7.84M – 235
2023
Q3 		$7.84M Buy
+355,530
New +$8M 2.79% 4
2023
Q1 		– Sell
-320,025
Closed -$7.27M – 237
2022
Q4 		$7.27M Sell
320,025
-11,791
-4% -$268K 2.57% 5
2022
Q3 		$7.55M Buy
331,816
+54,657
+20% +$1.29M 2.73% 7
2022
Q2 		$6.62M Sell
277,159
-76,474
-22% -$1.84M 1.73% 10
2022
Q1 		$8.81M Buy
+353,633
New +$9.06M 1.91% 10

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Donoghue Forlines's GOVT Position: Q4 2023 in Review

Donoghue Forlines sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 355,530 shares — an estimated $7.84M sold.

Donoghue Forlines first reported a position in GOVT in Q1 2022 and held it in 5 quarters. The position peaked at $8.81M in Q1 2022. 709 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

  • Donoghue Forlines reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Donoghue Forlines sold 355,530 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $7.84M.
  • Donoghue Forlines first reported a position in iShares US Treasury Bond ETF in Q1 2022 and held it in 5 quarters.
  • Donoghue Forlines's iShares US Treasury Bond ETF position peaked at $8.81M in Q1 2022.
  • 709 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on Donoghue Forlines's 13F filing for Q4 2023, filed 7 Feb 2024.